Surpass

Webinars

Other Learning Resources

Surpass

Webinar Schedule

All Surpass Support subscribers are invited to participate in Surpass Webinars at no additional cost. The webinars will feature live streaming video and sound, with a text chat feature to allow you to ask questions and participate. You’ll need a computer with a high-speed internet connection and headphones or speakers connected.

Customizing Safari

Learn to make the most of your catalog software by customizing Surpass Safari to meet the needs of your library and its users. Many Surpass users may not realize that we designed Safari’s interface to be fully customizable. You’re in control! Learn to showcase the Safari features that you and your users need and remove the ones you don’t need. Change the way the interface looks and add your institution’s logo. Highlight aspects of your collection and make important information easily accessible. You have the power to change Safari’s appearance and functionality, and we’ll show you how.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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Creating Custom Reports

Surpass Central includes some very powerful and flexible tools for designing your own reports to create virtually any type of report you can imagine, for whatever purpose you might have in mind. The possibilities are endless, but might seem overwhelming at first. Our goal for this webinar will be to help participants become comfortable and proficient with the tools at hand and to be able to fulfill their own information reporting needs, whatever those might be. Rather than focusing on creating a specific type of report, we’ll be teaching you how to use Central’s features to create any report you might need.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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Surpass Central for Absolute Beginners

This webinar is geared towards those who are new to Surpass Central and perhaps new to running a library in general. We’ll get down to the very basics of cataloging, printing labels, circulating, and other library administration and setup tasks to help you become comfortable using the software. Surpass Central is very powerful, flexible, and user-friendly, but if you aren’t sure how to get started, start with this webinar!

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Inventory and End-of-Year Tasks in Surpass

The end of the school year is a very busy time for school media specialists. Other types of libraries also have inventory and other Surpass "housekeeping" tasks to do, generally on a yearly basis. We’ll make sure you’re prepared with all the knowledge you’ll need to accomplish common end-of-year tasks such as inventory, managing student/patron records, and other “spring cleaning” periodic maintenance for your Surpass database. We’ll also prepare you for the year ahead with information about adding/importing new patrons, setting up the next year's calendar, and more. Some of this webinar's content will be geared in particular toward schools, but representatives of all other types of libraries will also certainly benefit from this information.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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Customizing Safari Special Topic: The "Explore" feature

Safari is all about customizability, and in this webinar, we’ll focus in-depth on one very versatile feature of Safari. Safari’s “Explore” feature provides patrons with an alternative means of navigating your library’s collection in a more visual way by clicking on graphical buttons that are tied to specific topics, reading lists, or other library resources. While Safari comes with a useful “starter set” of buttons, your patrons can get more mileage out of using the Explore feature if you customize it to reflect your library’s holdings and your patrons’ needs and interests. You can create your own Explore buttons with customized graphics, change the functions of the buttons so that they bring up the results that you want patrons to see, and even change the entire navigational structure to better suit your library’s needs. You’ll learn how to do all that and more in this webinar.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

Introducing New Features: Surpass 7.20 and Surpass Support

The release of Surpass 7.20 ushers in several new software capabilities that you've been requesting as well as valuable new enhancements to your Surpass Support subscription. Take a tour and learn all about what Surpass 7.20 and the new and improved Surpass Support have to offer! Boost patron interest and ease of access with free book cover images via Open Library, embedded YouTube video viewing, and other new ways to spruce up your Safari catalog. Ensure the safety of your valuable data and increase your peace of mind with Surpass Cloud Backup. Improve your workflow with easier access to the information you need in Surpass Central, including new reports for reading programs and more accessible fines detail during fine collection.

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Bookbags and Patron Groups

Bookbags and Patron Groups are extremely useful but probably under-utilized features of Central and Safari. Having an understanding of how Bookbags and Patron Groups work can save you time and provide greater flexibility in cataloging, creating reading lists, circulation, reports, and a variety of other tasks. We here at Surpass often encounter users who don’t know what Bookbags or Patron Groups are or what they do. If that includes you, then you should definitely attend this webinar! Even if you are familiar with them, this webinar will still teach you some new tips and tricks.

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Integrating E-books with Surpass

Offer your patrons the convenience of e-books and other digital media access by learning to integrate Surpass with popular e-book services such as Overdrive, MackinVIA, and Baker & Taylor Access 360. We'll cover how to add e-book records to your Surpass database, how to make e-books easily accessible to patrons via your Safari catalog, and how to use Surpass SIP Server or other methods for sharing patron information with your e-book providers, all with the aim of allowing you to create a seamless e-book experience for your patrons.

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Introducing New Features in Surpass 7

Notices and Overdue Notices for printing or emailing to patrons, take advantage of new Category icons, add your own custom icons, and more. Find out about new navigational shortcuts, search options, and other features that will make Surpass easier to use and allow you to access the functions that you need more quickly.

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Library Trek in Action!

We have designed Surpass Library Trek for iPhone, iPad, and iPod touch to be as user-friendly and intuitive as possible for your patrons. Using Library Trek on their iOS devices, your patrons will be able to search your collection, check their accounts, renew items, place holds, and even scan barcodes at bookstores to see whether a book they are considering is available at the library.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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Introducing New Features: Custom Reading Program Labels and More in Surpass 6.30

Learn how to take advantage of the exciting new features available to all Surpass Support subscribers as part of the Surpass 6.30 update! Surpass 6.30 includes the ability to create labels to display reading program information for users of Lexile, Accelerated Reader, and Scholastic Reading Counts. This webinar will teach you to customize your reading program labels to your heart’s content so that their appearance meets your library’s needs exactly. We’ll also learn the ins and outs of the other new features in Surpass 6:30, including custom ready-to-scan circulation sounds for busy libraries, detailed patron notes, formatting options for Safari bulletins, and using Shuttle to change item status.

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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Introducing New Features: Cover Art and Family Relationships

Surpass Central 6.20 includes two exciting new features which many Surpass users have been requesting: Cover Art and Family Relationships. In this webinar, we’ll teach you the ins and outs of both of these new features. You’ll learn to use the Cover Art feature to spruce up your Surpass software by replacing those generic icons for your materials with cover images acquired from your own sources. We’ll also teach you how to use the Family features to keep track of family relationships among your patrons (spouses, children, etc.). You’ll be able to set up policies that can help you to alert a patron of a family member’s fines or overdues. Do you want to hold parents accountable for their children’s checkouts, for instance? Now, in Central 6.20, you can!

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There are no upcoming dates scheduled for this webinar. Please check again later for schedule updates and/or contact Surpass Support to let us know your preferred date and time.

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